Podcast Episodes
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FYR016: Three Timeless Investing Principles with Charlie Gruys
In our latest podcast, we explore three key investing principles that we believe every investor should keep in mind.
First, time in the market is gen…1 year, 8 months ago
MP011: Market Update October 2024 with Jason Ranallo
In our latest podcast episode, Jason Ranallo, Director of Portfolio Management, provides an in-depth review of recent market performance and key econ…
1 year, 8 months ago
FYR015: Navigating Divorce: Key Steps for Protecting Your Financial Future with Sharon Calhoun
In our latest podcast episode, Scott Rose and Sharon Calhoun dive into financial considerations during and after a divorce. Sharon is managing direct…
1 year, 8 months ago
FYR014: Strong Market Performance & Rebalancing Opportunities with Jason Ranallo
In our latest podcast episode with Jason Ranallo, we dive into strong market performance over the last couple of years and rebalancing opportunities.…
1 year, 9 months ago
MP010: Fed Rate Cut. What it Means for You with Jason
In our latest podcast, we explore the Federal Reserve’s recent half-point interest rate cut—from 5.5% to 5%. This is the Fed’s first major reduction …
1 year, 9 months ago
FYR013: Divorce: Financial Planning Considerations with Sharon Calhoun
This week's podcast discusses divorce's emotional and financial complexities. It features personal insights from Vector's Scott Rose and expert advic…
1 year, 10 months ago
WB003: Travel and Adventure in Retirement with George
In this episode of our Well Balanced podcast, Jason Ranallo sits down with George, who is four years into retirement and a client at Vector. In this …
1 year, 10 months ago
MP009: Own Assets that Outpace Inflation with Jason Ranallo
News Recap: Inflation, Mortgage Rates, and the Stock Market.
Learn why owning assets that outpace inflation is a key tenet to navigating today's econ…
1 year, 10 months ago
FYR012: Estate Planning Essentials: Gift and Estate Taxes with Mike Nesheim
Did you know that individuals can gift up to $18,000 without incurring any tax? For married couples, this amount can be doubled to $36,000 through gi…
1 year, 11 months ago
FYR011: Trusts, Beneficiaries, and Financial Planning with Chris Wagner
We are excited to share the latest conversation in our intra-generational wealth transfer series. In this episode, Chris Wagner, one of Vector's know…
1 year, 11 months ago